ESOP · DOL Form 5500 · 2022

Beaty Holding Group, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
52
Participants Small participant base
68th
Percentile by assets National rank
$225,796
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beaty Holding Group, Inc. Employee Stock Ownership Plan · Sponsored by Beaty Holding Group, Inc. · Indiana · Construction

$12M in assets, 52 participants

Beaty Holding Group, Inc.'s Beaty Holding Group, Inc. Employee Stock Ownership Plan reported $12M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 68th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,730 in Construction (9,927 peers)

Beaty Holding Group, Inc. multi-year trail

Beaty Holding Group, Inc.'s plans moved +87.6% in assets from 2022 to 2024; this filing shows Beaty Holding Group, Inc. Employee Stock Ownership Plan at $12M / 52 participants.

#6,730
in Construction (9,927 peers)
+1.1%
assets growth YoY

Beaty Holding Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Beaty Holding Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,741,372 Top 32% higher than 68% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Beaty Holding Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beaty Holding Group, Inc. Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 862378931 · Beaty Holding Group, Inc. PY 2022 · ESOP

Beaty Holding Group, Inc. Employee Stock Ownership Plan · $12M · 52 · 68th

  • TYPE $12M
  • NET 52
  • BOOK 68th
  • VS-ST ESOP
  • BOY near Midvale Telephone Exchange Employee Stock Ownership Plan
  • SCH ind #6730

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Indiana →

Beaty Holding Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tile Outlets of America Employee Stock Ownership PlanTile Outlets of America Empl…$12MMid-State Consultants, Inc. Employee Stock Ownership PlanMid-State Consultants, Inc. …$12MBeaty Holding Group, Inc. Employee Stock Ownership PlanBeaty Holding Group, Inc. Em…$12MMidvale Telephone Exchange Employee Stock Ownership PlanMidvale Telephone Exchange E…$12MFlinchbaugh Engineering, Inc. Employee Stock Ownership PlanFlinchbaugh Engineering, Inc…$12M
End-of-year total assets ($M) among Beaty Holding Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Beaty Holding Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Beaty Holding Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 87.6252366418507% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.7M $22M ▲ +87.6%
Year Plans Participants Total Assets
2022 1 52 $12M
2023 1 50 $15M
2024 1 62 $22M

Beaty Holding Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$2M
Net Income$414K
Employer EIN862378931
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Beaty Holding Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Beaty Holding Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011741372 · Participants: 52Beaty Holding Group, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Beaty Holding Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Beaty Holding Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Beaty Holding Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Midvale Telephone Exchange Employee Stock Ownership Plan in ID ($12M); by covered participants it is Airport Specialty Products, Inc. ESOP in CA (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Beaty Holding Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Beaty Holding Group, Inc. Employee Stock Ownership Plan edged up modestly - up 1.1% during 2022, from $12M to $12M. Reported net income was $414K.
How have Beaty Holding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beaty Holding Group, Inc.'s sponsor-wide assets grew 87.6%, from $12M to $22M.
Which ESOP plans are similar in size to Beaty Holding Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Midvale Telephone Exchange Employee Stock Ownership Plan in ID ($12M, 44 participants).
Which ESOP plans cover a similar participant headcount to Beaty Holding Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Airport Specialty Products, Inc. ESOP in CA (52 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862378931.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.